I am passionate about working with my clients to help them achieve and maintain financial independence, which includes sourcing the best bespoke solutions for them from across the whole of the market.Having read a degree in Financial Services at Bournemouth University I have continued to pursue a high level of technical knowledge which I believe puts me in a strong position to deliver the right solutions for my clients. I am a keen believer that our industry needs to become more professional and that a key element of this is increasing the knowledge of advisers, with a greater transparency of adviser charging.Specialties: Pension Transfer SpecialistLong Term Care Specialist
Listed skills include Retirement Planning, Pensions, Investments, Inheritance Tax Planning, and 9 others.